Kumarie has been serving client needs in the financial services industry for almost three decades. She provides essential support to Josh Shulman and the Sherpa Wealth Partners team. Her goal is to enhance the client experience by ensuring client satisfaction.

In her role, her primary responsibility is to serve the needs of our clients; this can include things like:

• First Point of Contact: Often, she is the first person a client will call with a question or need; her focus is to make sure that clients’ needs are heard, understood and ultimately addressed.
• Administrative Needs: She handles various tasks, including responding to client inquiries, scheduling meetings, drafting communications, and maintaining client databases.
• Problem Solver: When clients encounter issuers or challenges, she addresses them promptly and efficiently, helping to find solutions to problems and anticipating potential needs along the way.
• Client-Centric Approach: Sherpa Wealth Partners does not exist but for our clients and therefore Kumarie strives to be our office concierge, with a focus on overall client happiness and a positive client experience.

Kumarie prides herself on being more to clients than an operational resource. She instead appreciates getting to know each client personally, relishing the individual relationship that grows from working with people not just money.

In her free time, she helps her community by volunteering with Meals on Wheels. When not helping others, she enjoys playing tennis, watching James Bonds movies, dancing and listening to country music.